Q2 2026 Harley-Davidson Inc and LiveWire Group Inc Earnings Call Transcript
Key Points
- LiveWire Group Inc (LVWR) reported a 52% increase in consolidated revenue over the prior year, driven by increased unit sales of electric motorcycles and STACYC brand electric balance bikes.
- The company successfully began production of the S4 Honcho, with the first units expected to arrive at authorized retail locations later this summer.
- LiveWire completed the acquisition of Dust Motorcycles, which is expected to accelerate expansion into the growing off-road category and strengthen long-term product strategy.
- The company achieved an 18% improvement in net cash used by operating activities through June 30, 2026, compared to the prior year.
- LiveWire Group Inc (LVWR) is on track to meet its strategic goals, including the launch of new models and cost-saving initiatives, which are expected to enhance future performance.
- LiveWire Group Inc (LVWR) continues to operate at a loss, with an expected operating loss in the range of $70 million to $80 million for the year.
- The company faces challenges in the European market, with a decline in retail sales and market share, indicating a need for strategic adjustments.
- Tariff uncertainties remain a concern, impacting financial results and creating an unpredictable operating environment.
- Domestic supplier challenges have affected margins in 2026, highlighting supply chain reliability issues.
- Despite revenue growth, LiveWire Group Inc (LVWR) is still working towards achieving a more balanced portfolio and effective inventory management to improve dealer profitability.
Thank you for standing by, and welcome to the Harley-Davidson 2026 second quarter Investor and Analyst conference call. Please be advised that today's conference is being recorded.
I would now like to hand the conference over to Shaw Collins. Thank you. Please go ahead.
Thank you. Good morning. This is Shaw Collins, the Director of Investor Relations at Harley-Davidson. You can access the slides supporting today's call on the Internet. At the Harley-Davidson Investor Relations website.
As you might expect, our comments will include forward-looking statements that are subject to risks that could cause actual results to be materially different. Those risks include, among others, matters we have noted in today's earnings release and in our latest filings with the SEC.
Joining me for this morning's call are Harley-Davidson Chief Executive Officer, Arthur Starrs and Chief Financial and Commercial Officer, Jonathan Root.
With that, let me turn it over to Harley
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